Maxvois
Start Free Trial

Step 5 of 7

How to Follow Up on a Quotation with Planner

Most quotations do not get an instant answer. Maxvois does not have a separate follow-up tool — you use Planner: a task with a reminder, linked to the customer, so the nudge comes when you choose.

Quick answer

In Planner tap New Plan, choose Task, name it after the quotation, pick the customer and a date, add a Reminder and Save Entry.

What you'll need

  • A quotation you have sent, and its customer.

Steps

  1. Create the follow-up task

    Open Planner, tap New Plan and choose Task. Use a title you will recognise, such as the quotation number and “follow up”.

    A New Entry form set to Task with the customer selected

  2. Pick the customer and a date

    Choose the Customer and set the Date — two or three days after sending is a common choice. Add a Time if it matters.

  3. Add a reminder and save

    Set a Reminder so your phone notifies you, then tap Save Entry. It will show under Upcoming and appear on Today when the day comes.

  4. Close it out

    When the customer answers, open the task’s ⋮ menu and choose Complete. If they say yes, carry on to the invoice.

Try it in Maxvois

Open Planner

You'll be asked to log in or start a free account first, then you'll land right here in the app.

Next How to Turn a Quotation into an Invoice